Free Beta — Everything unlocked until July 2026
Step 1 of 2
How much risk can you actually stomach?
Be real with yourself. No wrong answer here. This just filters what Rocky shows you.
Low Risk
🛡️
I want to sleep fine at night
Dominant, proven companies that aren't going anywhere. Slower upside, way less stress. The kind of stuff I hold with full conviction.
Medium Risk
⚖️
I can ride some volatility
Mix of established names and faster growers. Might pull back 20–30% during a bad spell — but the thesis holds and the upside is real.
Higher Risk
🚀
Big swings don't bother me
Smaller, faster-moving companies. Could double. Could drop 40%. You need conviction in the thesis and tolerance for the swings that come with it.
High Risk
🎰
I want the moonshots
Early-stage or dislocated companies. Some might 10x. Some go to zero. Only put in capital you'd be okay losing entirely. These are bets, not holds.
← Change risk level
Step 2 of 2
Where do you want to look?
Pick a corner of the Physical Layer thesis — or see everything Rocky's curated at your risk level.
🌍
Show me everything
The full list, filtered only by your risk level. All sectors, all categories.
🧠
AI & Chips
The companies physically building AI — GPUs, memory, optical lasers, chip fabrication machines. The core of the Physical Layer thesis.
⚡
Energy & Power
AI runs on electricity. These are the companies generating and delivering it — nuclear, gas, thermal management, GPU farms.
🛰️
Space & Defense
Rockets, autonomous drones, satellites. The companies building next-gen national security hardware and space infrastructure.
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Cyber, Finance & More
Cybersecurity, infrastructure investors, and companies that span multiple thesis categories.
← Change sector
Rocky is pulling the picks